Total Credits: 3 including 3 CE Credit
Audience: Agent and Customer Service Training
Understanding Risk Mitigation and E&O Claims” is an interactive seminar that looks at the risks of Error & Omission claim for an independent insurance agency. This course will serve as an update and reminder for insurance professionals about the risks of E&O claims and allegations and also the rewards an agency could earn for strong internal practices and good customer service. It is important to raise awareness of where E&O vulnerabilities exist and take the time to develop strong habits among agency personnel. This seminar will utilize claim statistics, case studies, storytelling, risk assessments and questionnaires to provide an engaging environment for participants to learn in.
In order to meet the 3-hour requirement, the following modules are included in this course
PLEASE READ - IMPORTANT CE INFORMATION AND STATE REQUIRED FORMS (ABEN) (0.59 MB) | Available after Purchase |
PLEASE READ - Viewer Requirement for E&O Premium Discounts (21.2 KB) | Available after Purchase |
Slides Handout (4.3 MB) | Available after Purchase |
Course Outline (27 KB) | Available after Purchase |
Additional Resources for Checklists (12.2 KB) | Available after Purchase |
Q&A (14.6 KB) | Available after Purchase |
Christopher J. Boggs, CPCU, ARM, ALCM, LPCS, AAI, APA, CWCA, CRIS, AINS, president of Boggs Risk & Insurance Consulting (BRIC) with a focus on education, training, risk and claims consulting with insurance agents and insurance carriers, began the practice of insurance in 1990.
During his nearly three-and-a-half-decade insurance career, Boggs has authored over 2,000 insurance and risk management-related articles on a wide range of topics. Additionally, Boggs has written 15 insurance and risk management books including:
Boggs is a regular speaker at industry events, having taught or spoken nearly 1,000 times. This includes sessions for the National Association of Mutual Insurance Companies (NAMIC), the National Society of Insurance Premium Auditors (NSIPA), the American Association of Managing General Agents (AAMGA), the Institute of Work Comp Professionals (IWCP), the Chartered Property Casualty Underwriter (CPCU) Society and numerous independent insurance agent state association meetings. He has also earned numerous professional accolades including the 2017 Institute and Faculty of Actuaries (IFoA) Brian Hey Prize and the 2019 Casualty Actuarial Society (CAS) Charles A. Hachemeister Prize as part of a of professional collaboration with a diverse group of professionals.
His professional background includes work as a risk management consultant, loss control representative, insurance producer, claims manager, journalist and columnist, quality assurance specialist, and insurance coverage product manager.
Boggs earned a Bachelor of Science degree in journalism at Liberty University in Lynchburg, Virginia, and holds nine professional designations.
Mallory is the Vice President of the Independent Insurance Agents of Wisconsin. Joining the team in 2017, Mallory actively pursues building agency tools for agents in Wisconsin and across the United States. She views creating operational resources for independent agents as both a passion and privilege. Through innovative new practices, Mallory identifies key risks and mitigation plans in a tailored fashion to meet the needs of agencies of all sizes.
Mallory enjoys facilitating the E&O Risk Management courses and is an approved auditor for Swiss Re Corporate Solutions. Mallory conducts Operational Improvement Review audits and E&O Website reviews both in-person as well as virtually for agents across the United States. She serves as the staff liaison for the Young Agents at the Independent Insurance Agents of Wisconsin and was recognized in 2020 as the Staff Liaison of the Year.
Mallory holds a Master’s degree in Business Administration from the University of Wisconsin-Whitewater. Prior to joining IIAW, she worked for seven years within the global risk management space at Kimberly-Clark Corporation in Neenah, WI.
Wed, Sep 18, 2024 - 09:00am to 11:54am CDT
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Wed, Oct 09, 2024 - 12:00pm to 02:54pm CDT
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Fri, Oct 25, 2024 - 03:00pm to 05:54pm CDT
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Mon, Nov 04, 2024 - 09:00am to 11:54am CST
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Fri, Nov 15, 2024 - 12:00pm to 02:54pm CST
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Wed, Dec 11, 2024 - 09:00am to 11:54am CST
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Thu, Dec 26, 2024 - 12:00pm to 02:54pm CST
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Tue, Jan 07, 2025 - 03:00pm to 05:54pm CST
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Thu, Jan 23, 2025 - 09:00am to 11:54am CST
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Fri, Feb 07, 2025 - 12:00pm to 02:54pm CST
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Wed, Feb 26, 2025 - 03:00pm to 05:54pm CST
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Mon, Mar 10, 2025 - 09:00am to 11:54am CDT
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Fri, Mar 28, 2025 - 12:00pm to 02:54pm CDT
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Mon, Apr 07, 2025 - 03:00pm to 05:54pm CDT
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Fri, Apr 25, 2025 - 09:00am to 11:54am CDT
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Mon, May 05, 2025 - 12:00pm to 02:54pm CDT
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Tue, May 20, 2025 - 03:00pm to 05:54pm CDT
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Fri, Jun 06, 2025 - 09:00am to 11:54am CDT
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Mon, Jun 23, 2025 - 12:00pm to 02:54pm CDT
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Tue, Jul 01, 2025 - 03:00pm to 05:54pm CDT
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Mon, Jul 21, 2025 - 09:00am to 11:54am CDT
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Fri, Aug 08, 2025 - 12:00pm to 02:54pm CDT
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Mon, Aug 25, 2025 - 03:00pm to 05:54pm CDT
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Wed, Sep 03, 2025 - 09:00am to 11:54am CDT
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Thu, Sep 18, 2025 - 12:00pm to 02:54pm CDT
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Fri, Oct 10, 2025 - 03:00pm to 05:54pm CDT
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Mon, Oct 27, 2025 - 09:00am to 11:54am CDT
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Mon, Nov 03, 2025 - 12:00pm to 02:54pm CST
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Tue, Nov 18, 2025 - 03:00pm to 05:54pm CST
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Fri, Dec 05, 2025 - 09:00am to 11:54am CST
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Mon, Dec 22, 2025 - 12:00pm to 02:54pm CST
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